How to Move Line Items to another Folio

Some reservations may require multiple folios to organize and allocate charges effectively. Here are a few examples:

• Business Trips: A guest's room charges are covered by their company, but personal expenses such as add-ons or room service must be paid by the guest.
• Group Bookings: Charges for shared amenities (e.g., meeting rooms) are billed to the group, while individual room charges are assigned to each guest's folio.
• OTAs: The reservation is paid for at the OTA, but incidental expenses are billed to the guest directly.
• Long Stays: For extended stays, charges may be separated by billing cycles (e.g., weekly or monthly) for easier tracking and payment.
• Multi-room Bookings: In some cases, you'd want to consolidate the billing for a multi-room booking to a single "Master" folio, so it's easier to keep track of the charges and payments across the reservation.

How to Move Folio line items between Folios

• Open the Reservation
• Click Folio
• Select the checkboxes next to the line items you want to move.
• Select Bulk Action and select Move:
• Select the Folio where the charges will be stored:x0
• Click Move items.
• Charges are moved to another folio within the same reservation.